Financial Planner – Client-Centric Advisory Role
📍 Location: Cardiff 4 DAY WORKING WEEK
💰 Salary: upto 50k plus bonus
📆 Experience Required: Minimum 3 years in a client service environment
Are you a qualified Financial Planner looking for a role where you can make a real impact on clients’ financial futures? We follow a holistic, six-step financial planning process, ensuring clients receive tailored, expert guidance across investments, pensions, tax planning, and more.
Key Responsibilities:
✔ Comprehensive Financial Planning – Conduct in-depth reviews of clients’ financial circumstances, risk tolerance, and future goals.
✔ Client-Centric Approach – Develop tailored financial strategies that align with individual needs and long-term objectives.
✔ Investment & Wealth Management – Offer professional advice on investments, pensions, mortgages, insurance, and tax solutions.
✔ Continuous Client Engagement – Educate clients on financial planning strategies and maintain long-term advisory relationships.
✔ Compliance & Professional Development – Ensure adherence to regulatory requirements while maintaining and developing professional qualifications.
✔ Business Development – Grow the client base through referrals, networking, and professional connections.
What We’re Looking For:
🔹 Level 4 Diploma Qualified (or equivalent).
🔹 3+ years of experience in financial planning/advisory roles.
🔹 Strong analytical, communication, and client relationship skills.
🔹 Proficiency in financial risk assessment tools and financial forecasting.
🔹 Tech-savvy with good computer literacy skills.
Why Join Us?
✅ Work with a highly respected, client-focused firm.
✅ Opportunities for professional growth and structured CPD.
✅ A collaborative, integrity-driven work environment.
If you're ready to take your career to the next level, apply now or get in touch for a confidential chat